PWM
DISV icon

PBMares Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

PBMares Wealth Management’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$8.57M Buy
239,983
+24,489
+11% +$840K 1.39% 18
2025
Q2 		$7.09M Buy
215,494
+17,811
+9% +$548K 1.3% 17
2025
Q1 		$5.76M Buy
197,683
+17,942
+10% +$505K 1.15% 17
2024
Q4 		$4.78M Buy
179,741
+15,714
+10% +$431K 0.98% 21
2024
Q3 		$4.77M Buy
164,027
+51,077
+45% +$1.42M 1% 21
2024
Q2 		$3.04M Buy
112,950
+18,495
+20% +$508K 0.75% 26
2024
Q1 		$2.57M Buy
94,455
+20,765
+28% +$535K 0.67% 29
2023
Q4 		$1.9M Buy
73,690
+17,427
+31% +$419K 0.57% 32
2023
Q3 		$1.34M Buy
56,263
+5,200
+10% +$127K 0.48% 43
2023
Q2 		$1.21M Buy
51,063
+5,639
+12% +$135K 0.43% 44
2023
Q1 		$1.08M Buy
45,424
+3,226
+8% +$76.5K 0.4% 46
2022
Q4 		$937K Buy
42,198
+6,063
+17% +$126K 0.38% 51
2022
Q3 		$671K Buy
36,135
+12,161
+51% +$254K 0.29% 63
2022
Q2 		$505K Buy
+23,974
New +$555K 0.22% 92

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PBMares Wealth Management's DISV Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q3 2025, buying an estimated $840K and bringing the position to 239,983 shares worth $8.57M. The position accounts for 1.39% of the portfolio, ranked #18.

PBMares Wealth Management first reported a position in DISV in Q2 2022 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold DISV as of Q3 2025.

  • PBMares Wealth Management held 239,983 shares of Dimensional International Small Cap Value ETF worth $8.57M as of Q3 2025.
  • PBMares Wealth Management bought 24,489 Dimensional International Small Cap Value ETF shares in Q3 2025, an estimated $840K.
  • Dimensional International Small Cap Value ETF made up 1.39% of PBMares Wealth Management's portfolio in Q3 2025, its #18 holding.
  • PBMares Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.